Learn how to resolve collection issues with an overview of the qualifications for and benefits of each type of resolution, as well as a detailed guide to which resolutions offer the best outcome for each client.
This course covers the following topics:
- How to get paid by clients in trouble.
- What Information to Gather and How.
- Understand the Statutes.
- Evaluate your options.
- Determine your strategy.
- Set Plan of Attack.
- Contact IRS & Set the stage.
- Provide documentation.
- Be Prepared to wait & educate your client.
- Re-evaluate & Follow-up.
Prerequisites
IRS Practice Series: Overview of Collection Issues (or equivalent knowledge)
Learning Objective
- Discover how to get paid by clients in trouble.
- Explore what Information to gather and how.
- Identify how to understand the Statutes.
- Recognize how to evaluate your options and determine your strategy.
- Discover how to be prepared to wait & educate your client.
- Explore how to re-evaluate & follow-up.
Last updated/reviewed: July 6, 2025
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Eva Rosenberg
EA, CTC, CTRS
INTRODUCTION AND OVERVIEW
- Introduction to Getting Organized to Resolve Collection Issues 1:26
- Step-1: Collect Your Fee First 4:52
- Step-2: Gather Information 16:18
- Step-3: Understand the Statutes of Limitations 11:20
- Step-3: Understand the Statutes of Limitations Cont'd 10:00
EVALUATING OPTIONS
- Step-4: Know and Evaluate Your Options 15:45
- Options-Installment Agreement 14:04
- Options-Currently not Collectible 7:02
- Options-Offers in Compromise 16:04
- Options-Bankruptcy 5:54
STRATEGIES AND PLANS
- Step 5-6: Discuss Options with Client and Determine Your Strategy 12:10
- Step 7-9: Contact IRS and Set the Stage and Provide Documentation 5:58
- Step 10: Re Evaluate and Follow Up 1:24
CONTINUOUS PLAY
SUPPORTING MATERIALS
- Slides: IRS Representation Series - Getting Organized to Resolve Collection Issues PDF
- IRS Representation Series - Getting Organized to Resolve Collection Issues Glossary/ Index PDF
REVIEW AND TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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